+177.6%
KEEL vs SONY
-10.8%
+188.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.6% | +5.2% | +4.2% |
| 7D | +7.8% | -1.2% | +8.9% | +8.2% |
| 30D | -11.7% | +9.4% | -21.2% | -15.3% |
| 3M | -41.5% | +10.5% | -52.0% | -44.2% |
| 6M | +54.9% | +11.7% | +43.2% | +42.7% |
| YTD | +47.7% | -4.1% | +51.7% | +53.9% |
| 1Y | +177.6% | -11.8% | +189.4% | +235.9% |
| All | +177.6% | -10.8% | +188.4% | +235.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SONY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling